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For Every Appointment, We'll Donate $1,000 to a Local Organization*

Limited to eligible clients who meet with our Planning, Trust, and Investment Management team.

At First Western Trust, we understand that clients need banking solutions that are as unique as they are. Knowing this, we’ve crafted a comprehensive suite of planning, trust, and investment management services that seamlessly integrate into your full financial picture and help you achieve your goals.

Since 2004, we’ve invested over $19 million in our communities through donations, sponsorships, and loans. Our dedicated associates actively engage with nonprofits, donating their time and expertise. Our commitment to community support is a shared value with our clients and has inspired our latest offerings.

Wealth Planning products are not a deposit, and not guaranteed by the Bank. Wealth products may lose value.
*Maximum total campaign donation of $75,000.00. Valid only for attended appointments and for clients who have $1M or more in investable assets. Promotion ends 12/31/23.


Our Planning, Trust, and Investment Management Team

Our team takes the time to understand your financial goals, priorities, and needs, including insurance, liquidity, and returns. Once we have a clear picture of your objectives, our specialists use our ConnectView® approach to develop a customized suite of planning, trust, and investment services that seamlessly integrate into your overall financial strategy.

We offer distinctive banking solutions, carefully tailored to your individual needs. Our seasoned team collaborates seamlessly to provide you with the highest level of personalized financial planning around.


Investment Products are not a deposit, not guaranteed by the Bank, May Lose Value

To learn more about this exclusive promotion, fill out the form below.